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Disclosery

Gen-Wealth Partners Inc: CL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gen-Wealth Partners Inc on CL, newest first. How the timeline and the estimate are built.

Gen-Wealth Partners Inc held 4,355 CL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,355 shares
    Change vs previous 13F -1,005 shares

    0.11% of the 13F portfolio, value $399,303.

    13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,360 shares
    Change vs previous 13F -855 shares

    0.14% of the 13F portfolio, value $456,848.

    13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,215 shares
    Change vs previous 13F -2,120 shares

    0.16% of the 13F portfolio, value $491,107.

    13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,335 shares
    Change vs previous 13F -7,742 shares

    0.23% of the 13F portfolio, value $666,272.

    13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,077 shares
    Change vs previous 13F +1,167 shares

    0.56% of the 13F portfolio, value $1,461,401.

    13F-HR 0002023375-25-000003 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,910 shares
    Change vs previous 13F +1,298 shares

    0.58% of the 13F portfolio, value $1,397,028.

    13F-HR 0002023375-25-000002 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,612 shares
    Change vs previous 13F +2,607 shares

    0.53% of the 13F portfolio, value $1,237,508.

    13F-HR 0002023375-25-000001 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,005 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,041,754.

    13F-HR 0002023375-24-000005 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).